Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,613 | $107,363+109.2% | $92,909+141.8% | $152,897+46.9% |
| Participation rate | 91.3% | 79.8%+11.5pp | 76.0%+15.3pp | 82.5%+8.9pp |
| Annual return | 3.86% | 145.63%-141.8pp | 109.44%-105.6pp | 345.43%-341.6pp |
| Employer contribution / active EE | $23,503 | $4,222+456.7% | $3,653+543.3% | $4,764+393.4% |
| Participant deferral / active EE | $2,734 | $4,848-43.6% | $4,238-35.5% | $5,851-53.3% |
| Admin fee / account holder | $20,974 | $7,082+196.2% | $5,795+261.9% | $11,599+80.8% |